920 12th Street
Belle Plaine, IA 52208
Leaving a financial legacy for your family is one of the ways you can show your love and continue to provide care and support into the future even after you are gone. A trust holds the amount of money you determine either until a pre-determined time when it is accessible by the beneficiary, or for when certain situations arise. This protects the funds and ensures they are available when you want them to be for your loved ones.
Creation of trust
Managing of tax returns related to the trust
If you are ready to discuss establishing a trust for your loved ones, get in touch with Jennifer and schedule an appointment that is convenient for you. Saturday times are available upon request.
With our years of experience, we have the knowledge and expertise to help you handle your trust needs.
Get in touch with us to find out more about trusts and to schedule an appointment.